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 App Implementation: My Contacts

System Landscape Requirements

Note Note

This app version is deprecated. We recommend that you install the app available with the software component UICRM001 100. If you have already implemented the deprecated version, we recommend to switch to the version available with component UICRM001 100.

End of the note.

Before you start to implement the app, ensure that your system landscape has been set up to enable SAP Fiori. This also implies that the front-end and back-end components for your app are already available in this system landscape:

SAP Fiori System Landscape Options

Setup of SAP Fiori System Landscape with ABAP Environment

Configuration of Front-End Server

Configuration of SAP Fiori Infrastructure

Back-End Product Versions (with Minimum Support Package Stack) Supporting the App

  • SAP CRM 7.0 SPS 6 or higher

  • SAP enhancement package 1 for SAP CRM 7.0 SPS 3 or higher

  • SAP enhancement package 2 for SAP CRM 7.0 SPS 1 or higher

Product Version Containing Back-End and Front-End Components of the App

SAP Fiori transactional apps 1.0 for SAP CRM SPS 4

For more information on the installation of the back-end and front-end components of the app, see Installation Information.

For the app, the following software components must be available in your system landscape. These components are contained in the product SAP Fiori transactional apps for SAP CRM:

Back-End/Front-End Server

Back-End/Front-End Component

Technical Name of Software Component

Support Package Level

Back-end server

Back-end component

GBX02CRM 700

04

Front-end server

Front-end component

UIX02CRM 100

04

Note Note

The app offers the possibility to upload documents. For security reasons, we strongly recommend that you install an appropriate virus scanner in your SAP Fiori system landscape and define sufficiently restrictive scan profiles to prevent the upload of malicious content.

For more information on virus scanning and scan profiles for SAP Fiori apps, see Virus Scanning.

End of the note.

Required SAP Notes

For My Contacts, the following SAP Note must be implemented:

Back-End/Front-End Server

SAP Note Number

Description

Front-end server

2008610Information published on SAP site

Corrections for SAP Fiori CRM My Contacts App

Implementation Tasks

The following sections list tasks that have to be performed to implement the My Contacts app. The tables contain the app-specific data required for these tasks.

You can find the data required to perform these tasks in the SAP Fiori apps reference library at https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/index.html?appId=F0004Information published on SAP site.

Front-End Server: Activate OData Services

Component

Technical Name

OData Service (Version Number)

CRM_BUPA_ODATA (1)

For more information about activating OData services, see Front-End Server: Activate OData Services.

Front-End Server: Activate SAP UI5 Application

Component

Technical Name

SAP UI5 Application

CRM_MYCONT

For more information about how to activate the ICF service, see Front-End Server: Activate ICF Services of SAPUI5 Application (for transactional apps) or Activate ICF Service of BSP Application (fact sheets).

Front-End Server: Enable App for Access in SAP Fiori Launchpad

The SAP Fiori launchpad is the entry point to SAP Fiori apps. In the launchpad, the user can see and access those Fiori apps that have been assigned by an administrator to the catalog designed for this user's role.

The administrator makes these assignments in the launchpad designer. For more information, see Setup of Catalogs, Groups, and Roles in the SAP Fiori Launchpad.

SAP delivers technical catalogs for groups of SAP Fiori apps as repositories to create your own catalogs in the launchpad designer. Along with these catalogs, more technical content is delivered for each SAP Fiori app. You can find the delivered technical content for each SAP Fiori app in the SAP Fiori apps reference library.

Front-End Server and Back-End Server: Assign Roles with OData Service Authorization to Users

You must assign OData service authorizations for the app to your users.

Caution Caution

Several authorization default values are connected to the OData service. To ensure that all these default values are assigned to a user, you have to follow the instructions given under the documentation links provided.

End of the caution.

Make the assignment on the back-end server and on the front-end server:

OData Service (Version Number)

Back-End Server: Delivered Authorization Role (PFCG Role)

Front-End Server: Assignment to Authorization Role

CRM_BUPA_ODATA (1)

OData service authorization is included in the example role SAP_CRM_MYCONTACTS_APP.

Note Note

In addition, this role contains authorizations to display the related business data.

End of the note.

OData service authorization must be assigned.

Make sure that one of the assigned authorization roles contains the following authorizations:

  • Authorization object S_RFC (Authorization Check for RFC Access), with the following values:

    Field

    Value

    ACTVT

    16

    RFC_NAME

    /IWBEP/FGR_MGW_CLIENT_IF

    RFC_TYPE

    FUGR

  • Authorization object S_RFCACL (Authorization Check for RFC User (e.g. Trusted System))

    There are no predetermined values for this.

Note Note

This task only needs to be done once for all SAP CRM apps, not for each app.

End of the note.

Prerequisites for Implementation

To be able to implement the app, you must perform the following configuration tasks:

Configuration Tasks

To enable My Contacts, you must perform the following configuration tasks:

  • Define text type (optional)

    In Customizing for SAP CRM, define the text type to be used for the notes section of the contact information.

    You do this in Customizing for SAP CRM, under Start of the navigation path Customer Relationship Management Next navigation step Master Data Next navigation step Business Partner Next navigation step Settings for "My Accounts" and "My Contacts" Apps Next navigation step Define Settings for Business Partner OData Services End of the navigation path.

    For more information, see the documentation for this Customizing activity.

  • Configure notes

    To display a contact’s notes in the My Contacts app, you must configure the text object BUT000 so that texts are displayed in the notes log. BUT000 is the text object used for business partner texts.

    In Customizing for SAP CRM, under Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Text Management Next navigation step Define Text Determination Procedure End of the navigation path, define the default text determination procedure for text object BUT000 as follows:

    Text Type

    Text Changes

    <text type specified in Customizing activity Define Settings for Business Partner OData Services (see above)>

    P (Log)

    If this text type is not set to P, only the latest note is displayed in the My Contacts app, with each new note replacing the old one. There is no log of all notes.

    <custom text type used to display the notes log>

    R (Display Log)

    Example Example

    If you are using the default text type 0001 Correspondence, proceed as follows:

    1. In Customizing for SAP CRM, under Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Text Management Next navigation step Define Text Determination Procedure End of the navigation path, select text object BUT000 and, in the tree on the left-hand side, choose Definition of Procedure.

    2. In the Determine Work Area: Entry dialog box, make sure that text object BUT000 and text determination procedure DEFAULT are entered and confirm.

    3. On the Definition of Procedure screen, set the Changes field of text type 0001 Correspondence to P.

    4. On the same screen, set the Changes field of the text type that you want to use to display the notes log, to R.

    End of the example.
  • Configure images (optional)

    To deliver photos to the My Contacts app, you must store the files in the back-end system as attachments in the master data of the contacts. In the Attachments assignment block of each contact, make the following settings under Advanced Properties:

    • Select the Default Document checkbox.

    • Select the document type BDS_IMAGE.

    Note Note

    The aspect ratio of the image must be 1:1.

    End of the note.
  • Assign "Employee" business partner role

    Ensure that each user who should have access to the My Contacts app is assigned to a business partner with the Employee business partner role.

  • Configure Microsoft Internet Explorer to upload files larger than 4MB (optional)

    See SAP Note 2041225Information published on SAP site.

More Information

For general information about the user management concept in a SAP Fiori environment, see Users in ABAP Front-End System and Users in ABAP Back-End System.